AASMX Mutual Fund

AASMX Mutual Fund

NAV$26.77
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Returns Overview

1 Month
-3.70%
3 Months
+7.11%
6 Months
+9.47%
YTD
+15.70%
1 Year
+22.27%
3 Years (annualized)
+10.04%
5 Years (annualized)
+6.28%
10 Years (annualized)
+12.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AASMX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Small Cap 600 Index(^SML600:SP)
This Mutual Fund (YTD)
+15.70%
Peer Avg (YTD)
+15.31%
vs Peers
+0.39%

AASMX Mutual Fund Performance

AASMX performance across multiple time periods: 1-month -3.70%, YTD 15.70%, 1-year 22.27%, 3-year 10.04%, 5-year 6.28%, 10-year 12.11%.

AASMX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

AASMX vs another fund shows side-by-side returns. AASMX alternatives are available in the Mutual Fund Screener.